Position in PWR
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,767,295
+$383,361 QoQ
Shares Held
3,219
-1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PWR Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $2,438,325 across 3 Engineering & Construction names. PWR ranks #1 (72.5% of the industry book) .
All Filings in PWR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,767,295 | 3,219 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,383,934 | 3,279 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $296,310 | 715 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $267,680 | 708 | Shares | Sole | 2025-07-30 | |
| 2024-12-31 | $215,862 | 683 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||